VOLUNTEER MANAGEMENTIMMEDIATE ACTIONDATE

The Leadership Development and Strategic HR Practice Area is presented by American Express.

This Service Grant design is brought to you by American Express.

PURPOSE OF THIS TEMPLATE

When do I use this template?

►At this stage, the pro bono consultant team prepares a summary of the Immediate Action implementation and outlines the next steps.

How should I use this template?

►Remove and customize slides as needed for your particular project.

►Anything in red font is a note to the team and should not be included in the presentation.

►Send the final agenda to the rest of your team at least 48 hours before the meeting.

►Please note, though immediate, near and long-term action projects are recommended, you may chose to only include short and long-term action projects.

REMOVE THIS SLIDE BEFORE PRESENTING

MEETING ATTENDEES

REMOVE THIS SLIDE BEFORE PRESENTINGThe Kickoff Meeting sets the tone for the entire Service Grant Project and thus it is critical for all members of both the pro bono consultant and the nonprofit teams to be present.

Note: It is critical that all members of both the teams are present for all key milestone meetings / presentations throughout the course of the Service Grant.

Pro Bono Consultant Team Nonprofit Team

► Account Director

► Project Manager

► HR Strategist (2)

► HR Generalist

► Executive Sponsor

► Day-to-Day Contact

► HR or Volunteer Manager

► Board representative

► Translator (if needed)

AGENDA

► Meeting Goals

► Where We Are Now

► Immediate Action Summary & Results Recap

► Action Plan Review

► Other Recommendations Recap

► Next Steps

MEETING GOALS

► Recap Immediate Action implementation and discuss what worked

► Check feasibility of implementing the near-term and long-term projects of the Action Plan

► Conduct forward planning on recommendations for remaining areas of Volunteer Management

MEETING MATERIALS• Summary of Immediate Action

Implementation

PREPARATION• Pro Bono Consultant Team

prepares summary of Immediate Action Implementation and Mid-Immediate Action Plan Implementation Status Report

ATTENDEES• Entire consultant team• Entire nonprofit team• Board Member

WHERE WE ARE NOW

PROCESS

Establish rapport, conduct back-ground research and create project plan to serve as road map for rest of project

Conduct interviews,complete volunteer management assessments, and analyze data

Present assessment findings along with high-level recommendations for each volunteer management area

Create Action Plans for two priority areas based on agreed upon Assessment

Carry out agreed upon Immediate Action projects

Prepare and present summary of Immediate Action projects and plan for next steps

Celebrate successful project

Complete evaluations

Send deliverables to Taproot

Close project

IMMEDIATE ACTION SUMMARY & RESULTS RECAP

SUMMARY & RESULTS

PROJECTS COMPLETED:► Sample text► Sample text

PROJECTS REMAINING:► Sample text► Sample text

RESULTS:► Sample text► Sample text

PRIORITY AREA #1PRIORITY AREA #1

SUMMARY & RESULTS

PROJECTS COMPLETED:► Sample text► Sample text

PROJECTS REMAINING:► Sample text► Sample text

RESULTS:► Sample text► Sample text

PRIORITY AREA #2PRIORITY AREA #2

ACTION PLAN REVIEW

ACTION PLAN: PRIORITY AREA #1

IMMEDIATE ACTION (REMAINING PROJECTS):► Sample text► Sample text

NEAR TERM (6-12 MONTHS):► Sample text► Sample text

LONG-TERM (1-2 YEARS):► Sample text► Sample text

ACTION PLAN: PRIORITY AREA #2

IMMEDIATE ACTION (REMAINING PROJECTS):► Sample text► Sample text

NEAR TERM (6-12 MONTHS):► Sample text► Sample text

LONG-TERM (1-2 YEARS):► Sample text► Sample text

OTHER RECOMMENDATIONS RECAP

ASSESSMENT

Priority Capacity

High Needs Attention

Medium Needs Attention

Low Needs Attention

Medium Basic Capacity

High Moderate Capacity

Low Basic Capacity

Medium Moderate Capacity

High High Capacity

Role Definition

Marketing & Recruitment

Screening & Selection

Training & Orientation

Communication & Supervision

Retention

Recognition & Rewards

Performance Measurement

SNAPSHOT OF PRIORITY & CAPACITY

OTHER RECOMMENDATIONS

AREA:

Strengths► ►

Weaknesses► ►

Priority: MediumCapacity Level: Basic System

ASSESSMENT

Immediate Action (8-10 weeks)► ►

Near term (6-12 months)► ►

Long term (1-2 years)► ►

RECOMMENDATIONS

NEXT STEPS

NEXT STEPS

► Close the Service Grant and completing online Taproot evaluations

► Celebration!